Defined Benefit (Pension) · DOL Form 5500 · 2023

Wilentz, Goldman, & Spitzer, P.a. Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
63
Participants Small participant base
63rd
Percentile by assets National rank
$193,963
Avg per participant Above avg balance/head
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Official DOL plan name: Wilentz, Goldman, & Spitzer, P.a. Pension Plan · Sponsored by Wilentz, Goldman, & Spitzer, P.a. · New Jersey · Professional & Technical Services

$12M in assets, 63 participants

Wilentz, Goldman, & Spitzer, P.a.'s Wilentz, Goldman, & Spitzer, P.a. Pension Plan reported $12M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #12,604 in Professional & Technical Services (20,321 peers)

Wilentz, Goldman, & Spitzer, P.a. multi-year trail

Wilentz, Goldman, & Spitzer, P.a.'s plans moved +13.4% in assets from 2022 to 2024; this filing shows Wilentz, Goldman, & Spitzer, P.a. Pension Plan at $12M / 63 participants.

#12,604
in Professional & Technical Services (20,321 peers)
+9.4%
assets growth YoY

Wilentz, Goldman, & Spitzer, P.a. Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Wilentz, Goldman, & Spitzer, P.a. Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,219,639 Top 37% higher than 63% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Wilentz, Goldman, & Spitzer, P.a. Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wilentz, Goldman, & Spitzer, P.a. Pension Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wilentz, Goldman, & Spitzer, P.a. Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Wilentz, Goldman, & Spitzer, P.a. Pension Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Wilentz, Goldman, & Spitzer, P.a. Pension Plan reported participants fell from 67 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 222292919 · Wilentz, Goldman, & Spitzer, P.a. PY 2023 · Defined Benefit (Pension)

Wilentz, Goldman, & Spitzer, P.a. Pension Plan · $12M · 63 · 63rd

  • EOY $12M
  • EOY 63
  • EOY 63rd
  • EOY Defined Benefit (Pension)
  • EOY near Summit School Retirement Plan
  • EOY ind #12604

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in New Jersey →

Wilentz, Goldman, & Spitzer, P.a. Pension Plan in the asset neighbourhood

Salaried Employees Pension Plan of Toledo Technologies, Inc.Salaried Employees Pension P…$12MGE Appliances Pension Plan$12MSummit School Retirement Plan$12MWilentz, Goldman, & Spitzer, P.a. Pension PlanWilentz, Goldman, & Spitzer,…$12MMunicipal Theatre Association Retirement PlanMunicipal Theatre Associatio…$12M
End-of-year total assets ($M) among Wilentz, Goldman, & Spitzer, P.a. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wilentz, Goldman, & Spitzer, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Wilentz, Goldman, & Spitzer, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 13.410746651014119% vs 2022
2024 filing year
$90M$95M$100M$105M$110M 202220232024 $93.1M $106M ▲ +13.4%
Year Plans Participants Total Assets
2022 2 282 $93M
2023 2 282 $101M
2024 2 314 $106M

Wilentz, Goldman, & Spitzer, P.a. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN222292919
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Wilentz, Goldman, & Spitzer, P.a. Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Wilentz, Goldman, & Spitzer, P.a. Pension Plan, Total assets ($B): 0.012219639 · Participants: 63Wilentz, Goldman, & Spitzer, P.a. Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Wilentz, Goldman, & Spitzer, P.a. Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Wilentz, Goldman, & Spitzer, P.a. Pension Plan side-by-side with 3 peers →

Wilentz, Goldman, & Spitzer, P.a. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Summit School Retirement Plan in NY ($12M); by covered participants it is Retirement Program Plan for Employees of United States Enrichment Corporation in MD (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wilentz, Goldman, & Spitzer, P.a. Pension Plan assets move in 2023? ▼
Wilentz, Goldman, & Spitzer, P.a. Pension Plan grew at a solid clip - up 9.4% during 2023, from $11M to $12M. Reported net income was $1M.
How have Wilentz, Goldman, & Spitzer, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilentz, Goldman, & Spitzer, P.a.'s sponsor-wide assets grew 13.4%, from $93M to $106M.
Which Defined Benefit (Pension) plans are similar in size to Wilentz, Goldman, & Spitzer, P.a. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Summit School Retirement Plan in NY ($12M, 105 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wilentz, Goldman, & Spitzer, P.a. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Program Plan for Employees of United States Enrichment Corporation in MD (63 participants, $264M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222292919.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.